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Foundation Lookup

Form 990-PFTax year 2024EIN 56-0633355

The Stephens Endowment

A private foundation in Morganton, NC. Its return for tax year 2024 lists 12 grants and $67,000 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Oct 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $67,000

    Grants listed
    12
    Assets, end of year
    $1,213,636

  • Tax year 2023

    $53,250

    Grants listed
    8
    Assets, end of year
    $1,205,442

  • Tax year 2022

    $56,000

    Grants listed
    7
    Assets, end of year
    $1,066,037

  • Tax year 2021

    $55,000

    Grants listed
    9
    Assets, end of year
    $1,141,050

  • Tax year 2020

    $67,000

    Grants listed
    3
    Assets, end of year
    $1,395,774

  • Tax year 2019

    $59,000

    Grants listed
    4
    Assets, end of year
    $1,202,095

  • Tax year 2018

    $65,000

    Grants listed
    3
    Assets, end of year
    $1,246,125

Grants paid in 2024

12 grants, largest first

As listed on the return.

  1. Southeastern Baptist Theological SeminaryWake Forest, NC

    Operations

    $20,000
  2. Emmanuel UniversityFranklin SPGS, GA

    Operations

    $12,000
  3. Summit Community ChurchMorganton, NC

    Operations

    $12,000
  4. Christ Classical AcademyConnelly SPG, NC

    Operations

    $5,000
  5. Burke United Christian MinistriesMorganton, NC

    Operations

    $5,000
  6. Baptist Children's Homes of NCThomasville, NC

    Operations

    $4,000
  7. Mission Dignity - GuidstoneDallas, TX

    Operations

    $3,000
  8. The Outreach CenterMorganton, NC

    Operations

    $2,000
  9. Engage Hope MinistriesPlano, TX

    Operations

    $1,000
  10. Bible Broadcasting NetworkCharlotte, NC

    Operations

    $1,000
  11. Catawba River Baptist EndowmentMorganton, NC

    Operations

    $1,000
  12. Pregnancy Care CenterMorganton, NC

    Operations

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education3 grants $37,00088% of the total
  2. Human services1 grant $2,0005% of the total
  3. Health1 grant $1,0002% of the total
  4. International aid1 grant $1,0002% of the total
  5. Religion1 grant $1,0002% of the total

By State

Grants to organizations with a US address, latest year.

  1. North Carolina9 grants $51,000
  2. Georgia1 grant $12,000
  3. Texas2 grants $4,000

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Gerald K StephensPRESIDENT Hours 0Pay $0
  • G Kenneth StephensVICE PRESIDENT Hours 0Pay $0
  • Jean T StephensSECRETARY Hours 0Pay $0

The return

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